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David Vaughan Investments, Llc
Peoria, Illinois
5.0
2 Reviews
David Vaughan Investments, LLC, a regional investment advisory firm based out of Peoria, IL, caters to a diverse clientele of over 620 individual clients. With a remarkable $3,937,269,000 in assets under management, the company boasts an extensive portfolio and a solid reputation in the financial industry.
While 401K and individual accounts make up less than 30% of their assets, David Vaughan Investments, LLC has the expertise and capacity to effectively manage employer funds. With a commitment to excellence, they exercise complete discretion in managing 100% of the assets entrusted to them.
Specializing in serving high-net-w...see more
Assets Under Mgmt
$3.94B
Investment Professionals
41
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other: TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES
Reviews for David Vaughan Investments, Llc
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